Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$368K Sell
8,579
-81
-0.9% -$3.47K 0.01% 349
2023
Q4
$321K Buy
8,660
+81
+0.9% +$3K 0.01% 364
2023
Q3
$311K Hold
8,579
0.01% 336
2023
Q2
$306K Buy
8,579
+463
+6% +$16.5K 0.01% 353
2023
Q1
$289K Sell
8,116
-204
-2% -$7.26K 0.01% 326
2022
Q4
$292K Buy
8,320
+204
+3% +$7.17K 0.01% 336
2022
Q3
$239K Sell
8,116
-81
-1% -$2.39K 0.01% 339
2022
Q2
$446K Buy
+8,197
New +$446K 0.02% 250